Title Insurance, Mortgage Insurance & Financial Guaranty

Our TIMIFG team is headed by Geoffrey Dunn, with 12 companies currently under coverage. Geoff joined Dowling & Partners in 2008, with 11 year of prior equity research covering the TIMIFG sectors as well as other financial companies.

●  Quarterly Earnings Reports
●  Quarterly Comparison Sheets
●  Extensive Earnings Models

●  Statutory Capital Analysis
●  Arranging management visits/conference calls
●  101 Training sessions in our office


Latest TIMIFG Reports and News

ORI 4Q11 Wrap Up, 1/27/2012
ORI Company Thesis Sheet, 1/27/2012
MTG 4Q11 Wrap-Up; Reducing Estimates, Maintaining Buy Rating, 1/26/2012
MTG Company Thesis Sheet, 1/26/2012
AGO Company Thesis Sheet, 1/23/2012

TIMIFG Models

ORI Earnings Model, 1/27/2012
MTG Earnings Model, 1/26/2012
CLGX Earnings Model, 1/23/2012
STC Earnings Model, 1/18/2012
FNF Earnings Model, 1/18/2012

Latest Special Reports

ORI 4Q11 Wrap Up, 1/27/2012
MTG 4Q11 Wrap-Up; Reducing Estimates, Maintaining Buy Rating, 1/26/2012
CoreLogic 4Q11 Earnings Preview, 1/23/2012
MBIA 3Q11 Wrap-Up; Reiterating Neutral Rating, 11/16/2011
AGO 3Q11 Wrap-Up; Reiterating Buy Rating, 11/15/2011

Industry Earnings Preview/Wrap-Ups

4Q11 Title Insurance Preview, 1/18/2012
4Q11 Mortgage Insurance Preview, 1/11/2012
D&P's 3Q11 Mortgage Insurance Review and Comparison Sheets, 11/30/2011

 

Industry Comparison Sheets

3Q11 Mortgage Insurance Comp Sheet, 11/30/2011
2Q11 Mortgage Insurance Comp Sheet, 8/17/2011
1Q11 Title Insurance Comp Sheet, 5/17/2011
1Q11 Mortgage Insurance Comp Sheet, 5/17/2011
4Q10 Title Insurance Statutory Comp Sheet, 3/10/2011

 

Company Thesis Sheets

PC Company Thesis Sheets, 1/31/2012
RLI Company Thesis Sheet, 1/31/2012
TRV Company Thesis Sheet, 1/31/2012
CB Company Thesis Sheet, 1/31/2012
ORI Company Thesis Sheet, 1/27/2012


190 Farmington Avenue, Farmington, CT 06032 | Main: (860) 676-8600 | Trading: (860) 676-8605 | Fax: (860) 676-8617